Real estate specialists choose PDFfiller as the most convenient platform to manage documents online

Profile

CORE Realty Holdings Management, Inc. is a full-service real estate investment and advisory firm. The company offers a broad spectrum of real estate services for the multi-family, office, industrial and retail industries. With 4000+ multi-family units and over 4.6 million square feet of commercial properties, CORE Realty Holdings Management, Inc. offers third-party management services and asset management support from industry leading individuals.

Base of operations

CORE Realty Holdings Management, Inc. is headquartered in Newport Beach, CA, with 22 employees in its main office.

The Challenge

CORE provides monthly reports to The United States Department of Housing and Urban Development (HUD). Accountants are constantly searching for various forms (Schedule A Monthly Report for Establishing Net Income, Schedule B Schedule of Disbursements, Schedule C Schedule of Accounts Payable) online before printing them out and completing them by hand. With the amount of data involved, compiling reports can take up to a week before documents are finally reviewed, approved and sent.

We needed something that would let us eliminate hours of administrative work each month and trim unnecessary paper-related spending. David Bui Accountant at CORE Realty Holdings Management, Inc.

Another problem they faced was the lack of physical space for storing business paperwork. Locating a particular file began to feel like a treasure hunt, that’s when David began to search for a document management solution that would enable them to complete, share and store their files online. Whatever solution they went with would need to speed up their document workflow and minimize physical storage space.

The Solution

CORE Realty Holdings Management, Inc. took their HUD documentation to PDFfiller. For David and his colleagues, submitting HUD documents is now as easy as loading the needed template from the PDFfiller library of fillable forms, filling them out and emailing them, all from one page. The entire process can be completed from any device, no internet searches or third-party applications needed. With this additional freedom from printers and scanners, closing what used to be a week-long task now takes less than a day of straightforward work.

An all-in-one platform for generating, completing and storing monthly report forms online

The documents David completes in PDFfiller are automatically stored in his personal account, where he can access them anytime, even on the go. Keeping files in a protected cloud-based storage saves CORE Realty Holdings Management, Inc. more than $100 of paper-related expenses per month, secures a reliable cloud backup for sensitive data and contributes to environmentally friendly business.

Using PDFfiller has been a seamless experience. We save time, keep our files organized and never run out of paper.